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Paragon Wealth Strategies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Paragon Wealth Strategies’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-250
Closed -$9K – 276
2022
Q3 		$9K Buy
+250
New +$10.2K 0.01% 112
2021
Q3 		– Sell
-2,902
Closed -$150K – 272
2021
Q2 		$150K Buy
+2,902
New +$150K 0.04% 46

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paragon Wealth Strategies's VEA Position: Q4 2022 in Review

Paragon Wealth Strategies sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q4 2022, closing a stake of 250 shares — an estimated $9K sold.

Paragon Wealth Strategies first reported a position in VEA in Q2 2021 and held it in 2 quarters. The position peaked at $150K in Q2 2021. 1,853 funds tracked by Wall St. Rank hold VEA as of Q4 2022.

  • Paragon Wealth Strategies reported no remaining Vanguard FTSE Developed Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 250 Vanguard FTSE Developed Markets ETF shares in Q4 2022, an estimated $9K.
  • Paragon Wealth Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's Vanguard FTSE Developed Markets ETF position peaked at $150K in Q2 2021.
  • 1,853 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2022.

Based on Paragon Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.